Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVYX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS Y) | NA | 18.51% | 3.04% | 2.28% | 5.00% | 7.78% | 6.43% | … | … |
Data as of 01/21/2025, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVYX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS Y) | 01/19/2001 | 01/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.51 | 3.04 | 2.28 | 5.00 | 7.78 | 6.43 | … | … | 0.00 | 16.94 | 11.69 | -17.79 | 6.87 | -2.37 | 23.09 | -10.62 | 14.14 | 18.17 | -4.62 | 11.59 | 35.19 | 15.74 | -2.23 | 15.33 | 27.43 | -39.83 | 4.82 | 21.02 | 10.75 | 13.22 | 27.16 | -16.76 | -1.04 |
| Sharpe Ratio | NA | 1.23 | -0.06 | -0.01 | 0.17 | NA | NA | … | … | 0.00 | 1.07 | 0.56 | -0.75 | 0.29 | -0.07 | 1.78 | -0.77 | 1.73 | 1.22 | -0.30 | 0.99 | 3.07 | 1.14 | -0.09 | 0.79 | 0.92 | -0.95 | 0.11 | 0.88 | 0.76 | 1.11 | 1.69 | -0.76 | -0.21 |
| Standard Deviation(%) | NA | 9.54 | 17.53 | 24.39 | 19.64 | NA | NA | … | … | NA | 9.70 | 13.35 | 25.62 | 23.63 | 38.57 | 12.16 | 15.47 | 7.84 | 14.73 | 15.24 | 11.67 | 11.46 | 13.91 | 24.67 | 19.18 | 29.60 | 42.79 | 16.78 | 20.34 | 11.24 | 11.01 | 15.67 | 23.67 | 16.34 |
| Draw Down(%) | NA | 5.44 | 21.79 | 41.74 | 42.13 | NA | NA | … | … | 0.00 | 5.44 | 9.73 | 21.17 | 19.78 | 42.13 | 7.37 | 21.03 | 4.54 | 10.45 | 13.11 | 9.03 | 4.81 | 12.54 | 22.93 | 17.30 | 30.02 | 51.23 | 10.84 | 11.52 | 7.12 | 7.76 | 13.23 | 28.99 | 20.82 |
| Yield(%) | 0.00 | 0.00 | 1.11 | 1.42 | 4.77 | 6.93 | 6.00 | … | … | 0.00 | 0.00 | 2.23 | 1.44 | 2.59 | 1.39 | 6.90 | 9.36 | 9.15 | 5.20 | 12.11 | 13.21 | 2.90 | 1.71 | 1.52 | 1.14 | 1.54 | 1.65 | 12.64 | 14.43 | 3.77 | 1.47 | 1.33 | 1.12 | 0.80 |
Data as of 01/21/2025, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVYX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS Y) |
-16.44%
Feb 2006 – Feb 2009 |
-5.97%
Feb 2004 – Feb 2009 |
3.38%
Sep 2001 – Sep 2011 |
4.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVYX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS Y) |
25.49%
Feb 2009 – Feb 2012 |
22.98%
Feb 2009 – Feb 2014 |
14.86%
Feb 2009 – Feb 2019 |
10.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart